Expertise
Bill McCarthy & Associates specializes in elder care financial planning and estate planning services. Our comprehensive approach helps seniors and their families navigate the complex world of long-term care financing.
Estate Planning
Whether you know it or not, the "system" has developed an estate plan for everyone. The question then becomes, "Do you want to default to the estate plan the system created for you, or do you want to be proactive and take control of your estate yourself?"
Medicaid Planning
Medicaid Planning means taking advantage of legal options to help qualify for Medicaid sooner than otherwise possible. We help navigate the complex regulations to protect your assets.
Veterans Benefits
The Veterans Administration is probably the best kept secret in senior health care. The VA is a wonderful organization that helps veterans in many ways. Probably the two most beneficial programs for older veterans are their prescription drug program and their Aid and Attendance program.
Investments
Bill McCarthy and Associates is a Registered Investment Advisor in the States of Ohio and Florida, and Mr. Bill McCarthy is a Licensed Investment Advisor. We provide tailored investment solutions based on your unique circumstances.
IRA / 401(k) Rollovers
For most people, retiring and rolling over your retirement plan from work is a once in a lifetime move. There are so many vendors and so many choices it is very difficult for the average worker to know what is best. We provide unbiased advice to help you make the right decision.
Long Term Care Insurance
Anyone who has had a friend or relative in an assisted living facility or nursing home knows how expensive it can be. An assisted living facility usually costs between $3,500 and $5,500 per month. Nursing homes cost between $8,000 and $10,000 per month. We help our clients find creative ways to afford long term care insurance.
Schedule a Free Consultation
Call us today at (330) 656-5580 for a FREE assessment to determine your eligibility for benefits.